NEW PATIENT FRONT OFFICE FORMS COMPLETE 08282020 DB - WHSNT 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the patient's name, medical record number, and date of birth in the designated fields at the top of the form.
  3. Specify the individual or organization authorized to disclose health information by filling in their name and address.
  4. Indicate whether you are disclosing information from a specific source or to a specific recipient by checking the appropriate box.
  5. Select the purpose for disclosure and check all relevant boxes under 'Entire Record' to specify which parts of the medical record you wish to release.
  6. If applicable, indicate your consent regarding sensitive information by checking 'Yes' or 'No'.
  7. Sign and date the form at the bottom, ensuring that a witness also signs if required.

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Generally, updating medical history forms once a year is sufficient if a patient is in good health. If youre looking for maximum ease of use, accuracy, and frequency, you can have your patients update their medical history via an online patient portal like the Dental Intelligence Patient Portal.
A general recommendation is to obtain a completed medical history form at least biannually from patients under age 50 and at each visit for patients over age 50.
By CPT definition, a new patient is one who has not received any professional services from the physician, or another physician of the same specialty who belongs to the same group practice, within the past three years. By contrast, an established patient has received professional services from the physician or
In summary, the best times for a new patient to complete their forms are either 15-30 minutes before their appointment or ideally in advance if they received them by mail. This helps streamline the process and ensures effective care once the patient meets with the healthcare provider.